After months of careful consideration and planning, the team at Money Advisor Wealth Management is excited to present the launch of our new company Lee-Owe MacLeod Wealth Management. As part of a merger, Money Advisor has teamed up with McClary Financial to provide our clients with top-notch service as we prepare ourselves for growth in the rapidly changing financial industry.
Lee-Owe MacLeod Wealth Management will be official in June 2019!
To learn more about our new team members, you can get more information by visiting our new website, launching in the coming weeks.
Unlike the banks, we have no shareholders and no sales targets. You can always trust our advice to be unbiased, top quality, and given with your best interest in mind.
We provide a financial services experience that starts with understanding your vision and designing a custom plan to get you there.
Our process is more than planning and investments. We also provide the coaching and accountability our clients need to ensure they remain on the right track.
Like you, we support local businesses because we know they provide excellent quality with an extra helping of caring.
We have been very impressed with Kevin’s passion, knowledge and genuine interest in achieving the best for our investments. He regularly gets in touch with us to review our situation and to make suggestions on any improvements. We have been more than pleased with Kevin’s service and would highly recommend him.
Kevin has been a terrific addition to our financial picture and we wouldn’t hesitate a minute to recommend him to anyone who’s asked who we use.
Kevin was the first financial planner we’ve ever met with who brought together all of current finances, Incomes, RSP’s, Pensions, TFSA’s and matched that up with our expenses to create a true short term plan and a much bigger long term plan. Kevin also has a great team who provides him with a strategic plan in terms of our investments which is presented to us in an easily understandable way.
Kevin was great, he started by asking us a ton of relevant questions as he needed to know who we were as a couple, our short and long term goals. We in turn asked a ton of questions to Kevin as we needed to know who he was and how he worked with his clients.
We met with Kevin, based on a recommendation, and instantly liked what we saw and heard as he has a very calming confident demeanor.
We knew we needed to make a change from the financial planner we had at the time as we just didn’t have the confidence in this individual to guide or steer us to the next stage of our retirement years and quite frankly we were very concerned.
Trustworthy and personal, professional service. I believe it is Kevin’s demeanor that provides me with a high level of confidence and trust in his service
Professionalism, Confidence, Good Coffee, Parking, Made to Feel Important
Your commitment to us. You are genuine, honest and we feel like valued partners in our immediate and long term goals
Our passionate leader keeps the service in financial services.
Good advice was a rare commodity 20 years ago when Kevin found his personal and professional lives evolving. He and his wife were about to start a family and - having recently sold his retail business - he was seeking a new career. After a yearlong search, Kevin sought financial advice as a means of securing his future. Instead he found a passion for financial services and his future was realized. Kevin earned his CFP designation and set out to educate people on money matters, one client at a time. As a focused and passionate leader, Kevin's greatest reward comes from helping clients make informed financial decisions.